公司被合併，留或賣？

Brian (Brian) 發表於 2015-2-5 23:08  

球(BALL)要被買走了...
http://dealbook.nytimes.com/2015 ... n-maker-rexam/?_r=0
Ball Corporation in Merger Talks With British Aluminum Can Maker Rexam

是兩家要合併，若合併成功是第一名+第二名的組合...
"Rexam, based in London, is one of the world’s largest makers of beverage cans, competing with Ball Corporation and Crown Holdings Inc.
Its biggest consumers include PepsiCo, the Coca-Cola Company, Anheuser-Busch InBev, Carlsberg Group and Heineken. Rexam employs about 8,000 people in 20 countries and posted sales of ￡3.94 billion in 2013.
The Ball Corporation, based in Broomfield, Colo., makes cans for beverages, foods, aerosols and paint, as well as materials for the aerospace industry. It employs about 14,500 people and had sales of $8.5 billion in 2013."


yu_arowana 發表於 2015-2-6 09:18  

請教下同學先前我們遇到公司被收購，直接巿場賣掉如最近PETM。
這支BLL為公司合併後續怎麼看 ? 續抱嗎 ?


mikeon88 發表於 2015-2-6 10:57  

留或賣應以存續公司股價便宜與否而定 ! 

像DTV被T用95元合併，
儘管95元對DTV仍然便宜，
但當DTV股價接近95元，且T也貴了，
就該把DTV賣掉。

若T股價仍不貴，則可續抱。